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fkiprop
February 6, 2021
Question

I am an accountant user of QBO plus international version but I don't have the reconciliation undo button. How can I undo reconciliations. I am also a QBO Adv proadvisor

  • February 6, 2021
  • 1 reply
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1 reply

Kristine Mae
Kristine Mae
February 7, 2021

The undo reconciliation feature is available in the international version as well, Ffkiprop.

 

Let's ensure you're logged in to your QuickBooks Online Accountant version. This way, you can undo the reconciliation.

 

Once you're signed in, here's how you can undo the reconciliation:

  1. Go to the Accounting menu.
  2. Click Reconcile, then select History by account.
  3. Select the account you want to undo.
  4. Find the reconciliation list.
  5. Click View report to open the report.
  6. Review the discrepancies.
  7. Click the drop-down arrow in the Action column, then click Undo.
  8. Select Yes, then click Undo to confirm.

You can refer to this article for more information: Undo a client’s reconciliation in QuickBooks Online Accountant.

 

Get back to this thread if you need more help. We'll reply as soon as we can. Take care!

F
fkipropAuthor
February 8, 2021

Hi Kristine,

 

As I was saying there is no undo  button, just the option to print reconciliation report. I am logged in as accountant in the company. Please see attached picture

MaryLurleenM
MaryLurleenM
February 8, 2021

Your access may not have allowed you to undo reconciliation, fkiprop.

 

There are different level of access for QuickBooks Online Accountant. The Full Accessuser has access to accounting features and books, such as the Undo reconciliation tool. Your user permissions may have been set to Basic or Custom.

 

I recommend contacting the master admin of your accounting firm. You can request them to change your user permission from there. Once granted, let them perform the steps below:

 

  1. Go to Team from the left menu. 
  2. In the Access tab, locate and select the team member.
  3. Go to the Firm Administration and Books tab.
  4. Choose Full from the Access drop-down. 
  5. Select the Client Access tab.
  6. Check the box beside the client's company. 
  7. Click Save.

 

The screenshot below shows you the last five steps. For detailed instructions, visit this article: Changing Team Member's Access. Note that the article is for the UK but it applies to all regions. 

 

 

Once done, you'll be able to see the Undo option from the History by account page.

 

Check this article for more information about reconciliation in QuickBooks: Reconcile Workflow.

 

We'll be right here if you need anything else.

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